interest rates

There has been an interesting development in the month of August vis-a-vis the burgeoning Aussie house price collapse. We have carefully demonstrated how the...

Amid the "earnings recession" that was predicted by much of the market, there's one ASX-listed company that is set to grow its earnings by 55% in the next financial...

While the Reserve Bank of Australia raised rates by another 50 basis points this week for a record third consecutive meeting in a row, long-term interest rates...

August is fast approaching and with it comes the reveal of many long-awaited year-end earnings reports. It's our first chance to see how some of our favourite ASX...

As global markets brace for ongoing uncertainty caused by higher inflation and rising interest rates, bonds offer investors certainty through regular coupon payments...

Home values in Brisbane are slowly rolling over and following in the footsteps of house prices in Sydney and Melbourne, where the losses continue to accelerate. With...

As a result of the RBA's extraordinary decision to hammer unsuspecting households with a staggering 125 basis points of mortgage rate hikes in the space of just two...

Inflationary pressures have been stubbornly persistent in most economies this year given COVID-19 supply chain disruptions, labour shortages and energy price...

In my last wire two weeks ago, I argued that inflation was a rear-view mirror story. Since then, you’ve seen further data on the macro front that that is indeed...

Sadly, the RBA is a little unhinged right now. It is mindlessly repeating mistakes it made both before and after the pandemic, the essence of which is predicating...

In what should come as no surprise to regular readers of this column, Australian house prices have declined for the second month in a row in June--and the pace of...

A-REITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With the RBA raising rates for the first time since...

The risk of a recession in the US in 2023 based on bond/equity market pricing and forecasts has surged as interest rates have risen and equities have slumped, with...

The change of policy in 2022 has set off a series of dominoes for asset markets. Government Bonds were first to fall in quarter one, with other assets also following...

In the AFR I write that back in early 2020, this column dusted off its double-barrel “shottie” and went hunting housing bears, which were confidently roaming...

The RBA will hike by 25 basis points tomorrow, according to the Australian Financial Review's economics editor, John Kehoe, bringing the target overnight cash rate...

The great Aussie house price correction has begun: the all-regions (ie, metro plus non-metro areas) national dwelling value index published by CoreLogic declined by...

In the AFR I write that in an age of record household debt, the Reserve Bank of Australia’s monetary policy transmission mechanism is a beast to behold. When the RBA...

With the Reserve Bank of Australia (RBA) raising the Cash Rate this month for the first time in 11 years and inflation marking its highest reading since the...

Aussie home values have started melting in concert with both the RBA and banks lifting both variable and fixed-rate borrowing costs, as we expected. According to the...